See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,086 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,974 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,395 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $490,961 | $55,415+786.0% | $155,509+215.7% | $74,495+559.1% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 13.90% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $17,477 | $2,267+670.9% | $4,672+274.0% | $2,623+566.3% |
| Participant deferral / active EE | $14,548 | $2,836+413.0% | $5,626+158.6% | $4,346+234.8% |
| Admin fee / account holder | $237 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |